Last verified: 2026-05-19

Budgeting

Set departmental or category budgets and compare actuals over time.

Plan feature

enableBudgeting

Dashboard paths

Steps

1. Open Financial → Budgeting.
2. Create a budget for the fiscal period (by category or department per UI).
3. Enter target amounts per line item.
4. Save and return monthly to compare actual vs budget variance columns.
5. Adjust targets mid-year only with finance approval.

Related articles

• Financial reports
• Expense management